Adviser and broker representative · Wells Fargo Clearing Services, LLC
Connor J. Wiesner
CRD 5940355 · Milwaukee, WI
At a glance
Connor J. Wiesner is an investment adviser representative with Wells Fargo Clearing Services, LLC in Milwaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Connor’s SEC record dates to 2022, about 4 years ago. Connor is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst.
Current advisory firm
- Wells Fargo Clearing Services, LLCSince July 2025Milwaukee, WI · $671B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant, Chartered Financial Analyst
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Connor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.